Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Hurricane Katrina

   By flosfur, November 11, 2005
   • 2 replies
   • 1.3k views
   • 
   • flosfur
   • November 11, 2005

2. Need Help! IRS Audit

   By goldtpa, October 28, 2005
   • 9 replies
   • 2.1k views
   • 
   • AndyH
   • November 5, 2005

3. Wiping out bases due to ERISA FFL

   By dmb, November 4, 2005
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • November 4, 2005

4. Partnership Plan and Plan Deduction Logistics

   By Gary, October 31, 2005
   • 8 replies
   • 8.7k views
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   • Guest
   • November 4, 2005

5. Death Benefit under QPSA after plan termination

   By Guest BDZ, November 3, 2005
   • 3 replies
   • 2.3k views
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   • JAY21
   • November 4, 2005

6. Separate Plan for Employees

   By Dougsbpc, November 4, 2005
   • 3 replies
   • 1.4k views
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   • Guest
   • November 4, 2005

7. Expense loads in funding

   By FAPInJax, November 1, 2005
   • 4 replies
   • 1.9k views
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   • SoCalActuary
   • November 3, 2005

8. QSLOB late filing

   By Guest waltz52, October 6, 2005
   • 10 replies
   • 3.7k views
   • 
   • could be me maybe not
   • November 3, 2005

9. Age limits on DB plan startups?

   By steve-o, October 28, 2005
   • 7 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • November 3, 2005

10. Plan Merger Timeline

    By Guest smstls, November 3, 2005
    • 0 replies
    • 1.5k views
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    • Guest
    • November 3, 2005

11. Top Heavy Plans

    By Guest joe22, November 1, 2005
    • 4 replies
    • 1.5k views
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    • Guest
    • November 3, 2005

12. Loans from pension plan

    By Gary, November 1, 2005
    • 2 replies
    • 1.7k views
    • 
    • could be me maybe not
    • November 2, 2005

13. Overlap and plan year and fiscal year

    By Guest saeissler, October 27, 2005
    • 8 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

14. Actuarial Increase After Freeze

    By Guest Don N, June 7, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • November 1, 2005

15. Vesting on Plan Termination - revisited

    By flosfur, October 29, 2005
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • November 1, 2005

16. Mid-Year Merger of DB Plans

    By ac, October 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • LIBOR
    • October 31, 2005

17. Minimum participation under S401(a)(26)

    By flosfur, October 30, 2005
    • 1 reply
    • 1.6k views
    • 
    • SoCalActuary
    • October 31, 2005

18. Deduction of Contributions to a DB Plan

    By ac, October 27, 2005
    • 7 replies
    • 1.9k views
    • 
    • flosfur
    • October 30, 2005

19. Creative Unionizing-410b Exclusions

    By JAY21, October 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • October 29, 2005

20. Cost of Actuarial Services

    By Guest forum4, October 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • Effen
    • October 28, 2005

21. 204(h) Notice mailing date ?

    By Guest hyper, October 26, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 27, 2005

22. PBGC Premium Payments

    By Guest abajeb, October 26, 2005
    • 3 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 27, 2005

23. Eligibility Rules

    By Effen, October 17, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 21, 2005

24. 401(a)(17) and application of IRS Notice 2001-56

    By Belgarath, October 19, 2005
    • 6 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 20, 2005

25. Amortization Base in Year Following Early Retirement Window

    By LIBOR, October 12, 2005
    • 7 replies
    • 1.7k views
    • 
    • LIBOR
    • October 20, 2005

26. Reportable Event Notice to PBGC

    By Guest penman, October 20, 2005
    • 1 reply
    • 1.4k views
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    • AndyH
    • October 20, 2005

27. Survivor benefit plan

    By Guest nelsonabby, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • October 20, 2005

28. Form 5330 Help

    By Guest penman, October 19, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2005

29. Charging DB Participants For Distributions

    By Guest Grumpy455, October 18, 2005
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • October 19, 2005

30. 412(i) Plans and 50% Annuity and 50% Life Insurance Mix

    By Guest Edward McElroy, October 18, 2005
    • 3 replies
    • 1.6k views
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    • FAPInJax
    • October 19, 2005

31. Mortality and Turnover Table

    By Blinky the 3-eyed Fish, October 18, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 19, 2005

32. Normal Retirement Age

    By SteveH, October 18, 2005
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 19, 2005

33. DB Sub Owner Waiver - New IRS Guidance

    By mwyatt, October 11, 2005
    • 10 replies
    • 2.3k views
    • 
    • AndyH
    • October 14, 2005

34. More fun with 415 questions

    By AndyH, October 12, 2005
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • October 14, 2005

35. DB/DC carve out plans and top heavy minimums

    By Guest picwrc, October 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • SoCalActuary
    • October 13, 2005

36. 415 limits and amendment to freeze

    By Belgarath, October 12, 2005
    • 6 replies
    • 1.9k views
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    • AndyH
    • October 12, 2005

37. Current Liability Interest Rates

    By Guest lerieleech, October 11, 2005
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 12, 2005

38. Excise tax on prohibited transactions

    By Gary, October 11, 2005
    • 2 replies
    • 1.5k views
    • 
    • Gary
    • October 11, 2005

39. Valuation for a Terminated Plan

    By Blinky the 3-eyed Fish, October 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • October 10, 2005

40. Change in Computation Period

    By Guest hyper, October 6, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 6, 2005

41. Prohibited Transaction, Actual Distribution

    By Gary, October 5, 2005
    • 6 replies
    • 1.5k views
    • 
    • could be me maybe not
    • October 6, 2005

42. Where and when is the 30-YR Treasury Rate published?

    By Guest Grumpy455, October 4, 2005
    • 7 replies
    • 3.5k views
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    • david rigby
    • October 6, 2005

43. IRS Circular 230 Disclosure

    By Effen, October 5, 2005
    • 3 replies
    • 2k views
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    • mbozek
    • October 5, 2005

44. S. 1783-Pension Bill, House version ?

    By JAY21, October 3, 2005
    • 4 replies
    • 1.7k views
    • 
    • jevd
    • October 5, 2005

45. RPA liability

    By FAPInJax, October 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 4, 2005

46. Projected unit credit funding using only 10 years to fund

    By Guest saeissler, October 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • October 4, 2005

47. Katrina Relief?

    By Guest Arlingtonray, October 4, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 4, 2005

48. average comp and rehire

    By Tom Poje, October 3, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • October 3, 2005

49. Traditional DB Funding w/insurance

    By JAY21, September 29, 2005
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • October 3, 2005

50. Collection of Overpaid Benefits

    By Guest AuditZ, October 3, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 3, 2005